Each member of our award-winning team strives to develop professionally and personally on an ongoing basis, to provide you with high-touch financial planning and wealth management advice. Our collaborative approach ensures the quality of our work and gives you the attention you deserve.
Stacy Francis
President & CEO CFP®, CDFA®, CES™
Avani Ramnani
Managing Director CFP®, CDFA®, CPWA®
Natalie Colley
Lead Advisor CFP®, CDFA®
Sunaina Mehra
Senior Director of Marketing
Matthew Haertzen
Chief Investment Officer CFA, CFP®
Shweta Lawande
Lead Advisor CFP®, CDFA®
Alexandra Shepis
Senior Associate Advisor CFP®, CDFA®
Peter Vilim
Senior Associate Advisor CFP®, CDFA®, CIMA®
Gabrielle Deems
Director of Marketing
Deborah Donenfeld
Executive Assistant and Chief Communication Officer
Joelle Prisco
Associate Advisor
Madison Harris
Client Service Associate
Madison Mount
Client Service Associate
Megan Illig
Client Service Associate
Makayla Williams
Marketing Associate
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